See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,230 | $227,553-34.4% | $189,557-21.3% | $167,490-10.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.08% | 78.40%-63.3pp | 64.17%-49.1pp | 478.56%-463.5pp |
| Employer contribution / active EE | $27,279 | $5,316+413.1% | $4,412+518.2% | $4,837+463.9% |
| Participant deferral / active EE | $12,055 | $7,002+72.2% | $6,174+95.3% | $6,341+90.1% |
| Admin fee / account holder | $226 | $11,878-98.1% | $9,807-97.7% | $12,309-98.2% |